December 04, 2015
| Subscribers Only

Calendar Q3 2015 turned out to be a bit volatile for several of the publishers in our report. While large publishers Tencent, Activision Blizzard and NetEase all reported strong growth, Electronic Arts was down over the year ago period after taking a hit on currency exchange rates and not having a title comparable to The Sims 4 which launched in the third quarter last year.

The big news that hit during earnings season is the King Digital acquisition by ATVI. The company is utilizing the same strategy it did with Blizzard Entertainment and the online PC games market by acquiring its way into the mobile market.

Highlights

Activision Blizzard acquires King Digital Entertainment.

Tencent and NetEase see significant growth in mobile gaming revenue.

Most major Western publishers see the majority of revenue from digital channels.